ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $243,000 | +5.2% | 3,800 | +280.0% | 0.01% | -7.1% |
| Q3 2020 | $231,000 | +0.4% | 1,000 | -9.9% | 0.01% | -6.7% |
| Q2 2020 | $230,000 | -16.1% | 1,110 | -33.2% | 0.02% | -28.6% |
| Q1 2020 | $274,000 | -23.9% | 1,661 | -10.7% | 0.02% | -4.5% |
| Q4 2019 | $360,000 | -6.2% | 1,861 | -12.8% | 0.02% | -12.0% |
| Q3 2019 | $384,000 | -51.2% | 2,134 | -51.4% | 0.02% | -51.0% |
| Q2 2019 | $787,000 | +213.5% | 4,390 | +201.3% | 0.05% | +200.0% |
| Q1 2019 | $251,000 | +14.1% | 1,457 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $220,000 | -14.7% | 1,457 | 0.0% | 0.02% | +21.4% |
| Q3 2018 | $258,000 | +14.2% | 1,457 | +4.9% | 0.01% | +7.7% |
| Q2 2018 | $226,000 | +5.1% | 1,389 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $215,000 | -27.4% | 1,389 | -28.4% | 0.01% | -23.5% |
| Q4 2017 | $296,000 | +28.1% | 1,939 | +14.8% | 0.02% | +21.4% |
| Q2 2017 | $231,000 | -1.7% | 1,689 | -5.6% | 0.01% | 0.0% |
| Q1 2017 | $235,000 | +2.2% | 1,789 | -5.3% | 0.01% | 0.0% |
| Q4 2016 | $230,000 | 0.0% | 1,889 | 0.0% | 0.01% | -17.6% |
| Q3 2016 | $230,000 | – | 1,889 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,945 | $50,403,000 | 38.13% |
| HILLTOP WEALTH ADVISORS, LLC | 346,038 | $25,576,000 | 17.96% |
| Johnson Midwest Financial, LLC | 266,243 | $19,678,000 | 16.08% |
| Salomon & Ludwin, LLC | 1,331,191 | $98,388,000 | 15.30% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 362,807 | $26,815,000 | 13.50% |
| ShoreHaven Wealth Partners, LLC | 335,846 | $24,822,000 | 12.93% |
| Praetorian Wealth Management, Inc. | 495,530 | $36,625,000 | 12.41% |
| Powell Investment Advisors, LLC | 261,502 | $19,328,000 | 11.94% |
| MMA ASSET MANAGEMENT LLC | 199,004 | $14,708,000 | 11.23% |
| Carl P. Sherr & Co., LLC | 148,295 | $10,961,000 | 8.75% |